Alhambra CEO Joe Calhoun responds to questions about a slowing economy, long-term economic impacts of COVID, stock prices and the business cycle. [embedded content] [embedded content] You Might Also Like SNB Sight Deposits: Inflation is there, CHF must Rise 2021-09-13 Sight Deposits have risen by +0.2 bn CHF, this means that the SNB is intervening and buying Euros and Dollars. Weekly Market Pulse (VIDEO) 2021-09-08 Alhambra CEO Joe Calhoun talks about last week’s surprising market reaction to the unemployment numbers and why it’s important to study the bond market. Weekly Market Pulse: Buy The Dip, If You Can 2021-07-26 If you were
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SNB Sight Deposits: Inflation is there, CHF must Rise
2021-09-13
Sight Deposits have risen by +0.2 bn CHF, this means that the SNB is intervening and buying Euros and Dollars.
Weekly Market Pulse (VIDEO)
2021-09-08
Alhambra CEO Joe Calhoun talks about last week’s surprising market reaction to the unemployment numbers and why it’s important to study the bond market.
Weekly Market Pulse: Buy The Dip, If You Can
2021-07-26
If you were waiting for a correction in stock prices to put some money to work, you got your chance last week. The Dow Jones Industrial Average was down nearly 1000 points at the low Monday and closed down 725, a loss of a little over 2%. The S&P 500 did a little better but closed down 1.5%.
Eurodollar University’s Making Sense; Episode 89, Part 2: Let’s Crack China’s RRR Code
2021-07-24
89.2 China Warns World of (Next?) Dollar Disorder. The People’s Bank of China lowers its bank Required Reserve Ratio to get money into a slowing economy. A lowered RRR means that there aren’t enough (euro)dollars flowing into China. Why? Because there aren’t enough (euro)dollars in the world. A lower RRR is a warning for the whole world.
Weekly Market Pulse: As Clear As Mud
2021-07-19
Is there anyone left out there who doesn’t know the rate of economic growth is slowing? The 10 year Treasury yield has fallen 45 basis points since peaking in mid-March. 10 year TIPS yields have fallen by the same amount and now reside below -1% again. Copper prices peaked a little later (early May), fell 16% at the recent low and are still down nearly 12% from the highs.
Weekly Market Pulse (VIDEO)
2021-06-22
Weekly Market Pulse on June 21, where we look at significant things from last week’s events with Joe Calhoun.
Weekly Market Pulse: The Market Did What??!!
2021-04-19
One of the most common complaints I hear about the markets is that they are “divorced from reality”, that they aren’t acting as the current economic data would seem to dictate. I’ve been in this business for 30 years and I think I first heard that in year one. Or maybe even before I decided to lose my mind and start managing other people’s money. Because, of course, it has always been this way.
Weekly Market Pulse: Nothing To See Here. No, Really. Nothing.
2021-04-12
The answer to the question, “What should I do to my portfolio today (this week, this month)? is almost always nothing. Humans, and especially portfolio managers, have a hard time believing that doing nothing is the right response….to anything…or nothing. We are programmed to believe that success comes from doing things, not not doing things.
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